黃仁勳:NVIDIA 未提出收購 Arm 的計畫 - 工程師
By Yuri
at 2020-08-23T14:29
at 2020-08-23T14:29
Table of Contents
https://www.inside.com.tw/article/20738
自七月份日本軟銀集團(SoftBank)想出售晶片設計公司 Arm 的消息後,媒體一直盛傳 NVIDIA 也有意收購,英國媒體甚至報出收購進入倒數階段,交易金額可望高達 400 億英鎊的消息。
不過在 2021 會計年度第 2 季財報會議上,執行長黃仁勳倒是回應,NVIDIA 至今尚未提出收購 Arm 的計畫。根據 Mashdigi 的報導,NVIDIA 一直都與 Arm 保持合作關係,但包括蘋果、三星在內業者,均希望維持與 Arm 合作即可。
外界之前認為 NVIDIA 若收購 Arm 可以避免整體過度依賴 GPU 的現況,不過 NVIDIA 現在跟 Arm 的客戶也有直接競爭關係,一旦真的收購會嚴重影響 Arm 的獨立性;而且從雙方性質來看,合併後不一定可以發生綜效。
NVIDIA Q2 表現亮眼,營收 38.66 億美元 YoY 成長 50%,淨利也達 13.66 億美元 YoY 79%;其中以資料中心業務成長最受矚目,營收年增 167%。5 月份 NVIDIA 收購了以色列伺服器晶片廠 Mellanox ,用以強化資料中心產品
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